Have one to sell? Sell yours here

Tell the Publisher!
I'd like to read this book on Kindle

Don't have a Kindle? Get your Kindle here, or download a FREE Kindle Reading App.

The Financial Planner's Guide to Moving Your Practice Online: Creating Your Internet Presence and Growing Your Business [Hardcover]

Douglas H. Durrie (Author)

Available from these sellers.

Book Description

Series: Bloomberg Financial | Publication Date: September 2001

Packed with tips for finding and keeping clients through the Web. A marketing guide for financial planners who want to develop an Internet presence.

#outer_postBodyPS { display: none; } #psGradient { display: none; } #psPlaceHolder { display: none; } #psExpand { display: none; } Packed with tips for finding and keeping clients through the Web. A marketing guide for financial planners who want to develop an Internet presence.

Customers Who Bought This Item Also Bought

The Million-Dollar Financial Services Prac... by David J. Mullen Jr.
4.7 out of 5 stars (27)

$18.05
The Trusted Advisor by David H. Maister
4.7 out of 5 stars (48)

$10.85
Effort-Less Marketing for Financial Advisors by Steve Moeller
4.8 out of 5 stars (70)

$44.95
The Million-Dollar Financial Advisor: Powe... by David J. Mullen Jr.
4.9 out of 5 stars (8)

$19.80
The Enrolled Agent Tax Consulting Practice Guide:... by C. Pinheiro
4.6 out of 5 stars (9)

$26.33
Your Guide to the CFP Certification Exam: A... by Matthew Brandeburg
4.4 out of 5 stars (8)

Editorial Reviews

Review

"A terrific, timesaving reference for any planner who wants to use the Web to get more business." -- Kip Gregory, President, The Gregory Group

"Shows you the best way to attract new clients and retain your existing customers by using the Web." -- Jon Markman, Managing Editor, MSN Money, Author of the best-seller Online Investing

"Validates the importance of establishing an online presence in this practical and thorough guide. A financial planner's marketing must!" -- Jerry Davis, President and CEO, LifeGoals Corporation

About the Author

Durrie is vice president of industry reasearch and intelligence for Securities America Financial Corporation.

Product Details

Hardcover: 256 pages
Publisher: Bloomberg Press; 1 edition (September 2001)
Language: English
ISBN-10: 1576600912
ISBN-13: 978-1576600917
Product Dimensions: 9.3 x 6.3 x 0.9 inches
Shipping Weight: 1.3 pounds
Amazon Best Sellers Rank: #2,206,057 in Books (See Top 100 in Books)

Would you like to update product info or give feedback on images?

More About the Author

› Visit Amazon's Douglas H. Durrie Page

Discover books, learn about writers, read author blogs, and more.

Customer Reviews

There are no customer reviews yet.

Create your own review

Video reviews

Amazon now allows customers to upload product video reviews. Use a webcam or video camera to record and upload reviews to Amazon.

Inside This Book (learn more)

First Sentence:
LET'S SAY YOUR MAIN GOAL is to create a strong personal relationship with your clients, and you feel you should get the bulk of your new clients from referrals. Read the first page

Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
generalist developer, sure your developer, mailing list administrator, doorway pages, template site, contact management system, mini site, sure your site, specialist developers, custom site, niche sites, client trading, online channels, compliance department, seminar site, financial planning tools, online map, online seminars, investable assets, site developer, list brokers, major search engines

Key Phrases - Capitalized Phrases (CAPs): (learn more)
Building Specialized Niche Sites, Calafia Consulting, Good Search Engine Listing, Profiles Online, Typical Rep Site, United States, Web Dynamics

New!
Books on Related Topics | Concordance | Text Stats

Citations (learn more)

This book cites 8 books:

Best Practices for Financial Advisors (Bloomberg Professional Library) by Mary Rowland in Front Matter
Effort-Less Marketing for Financial Advisors by Steve Moeller on page 41
Online Investing, Second Edition by Jon D. Markman in Front Matter
Protecting Your Practice (Bloomberg Professional Library) (Bloomberg Financial) by Katherine Vessenes in Front Matter
Clicking Through: A Survival Guide for Bringing Your Company Online by Jonathan Ezor in Front Matter

See all 8 books this book cites

Books on Related Topics (learn more)

101 Ways to Promote Your Web Site by Susan Sweeney

Discusses:

Selling Insurance on the Internet by Gary B. Savelli

Discusses:

Bringing Home the Business by Kim T. Gordon

Discusses:

Streetwise Low-Cost Web Site Promotion by Barry Feig

Discusses:

Tag this product

(What's this?)

Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items.

Sell a Digital Version of This Book in the Kindle Store

If you are a publisher or author and hold the digital rights to a book, you can sell a digital version of it in our Kindle Store. Learn more

.jsOffDisplayBlock { display: block; } .jsOffDisplayInline { display: inline; } .jsOffVisibility { visibility: visible; } .jsOnDisplayBlock { display: none; } .jsOnDisplayNoneBlock { display: block; } .jsOnDisplayNoneInline { display: inline; } .jsOnDisplayInline { display: none; } .jsOnVisibility { visibility: hidden; } .jqOnDisplayBlock { display: none; } .jqOnDisplayInline { display: none; } .jqOnVisibility { visibility: hidden; } .jqOnDisplayNoneBlock { display: block; } .jqOnDisplayNoneInline { display: inline; }